Plan5500

South Beloit, IL Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, South Beloit, IL has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $25,704,135 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in South Beloit

  • 5 loaded plans hold $25.7M in reported assets across 5 sponsors.
  • The largest, Precision Dose, Inc. Employee Savings And Retirement Plan, holds 37% of reported South Beloit plan assets.
  • Plans cover 724 participants — about 145 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 40% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5.8MSummed across loaded plans$5,814,460
Total reported assets$25.7M$25,704,135
Total reported participants724
Total reported liabilities$19.9M$19,889,675

Reported net position

Reported assets = net assets + liabilities (summed)$25.7M total assets
Net assets$5.8MLiabilities$19.9M
Contributions & income
Employer contributions$1M
Participant contributions$1.1M
Total income / additions$10.4M
Expenses & distributions
Benefits paid / distributions$1.9M
Total expenses$2.6M
Net increase / (decrease)$7.9M

Data coverage

Plans with financial statements4 / 5 (80%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for South Beloit, IL plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

South Beloit market comparison

Largest plan share of assets37%Precision Dose, Inc. Employee Savings And Retirement Plan
Participants per plan145Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in South Beloit

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Precision Dose, Inc. Employee Savings And Retirement Plan$9.5M
    Precision Dose, Inc. · 2023
  2. 2
    Mid-States Concrete Industries Employee Stock Ownership Plan$8.9M
    Mci Holdings, Inc. · 2023
  3. 3
    Axium Foods, Inc. 401(K) Plan$4.2M
    Axium Foods, Inc. · 2023
  4. 4
    Electrol Specialties Company 401(K) Profit Sharing Plan$3.1M
    Electrol Specialties Company · 2023
  5. 5
    Mid-States Concrete Industries, LLC Benefit Plannot reported in the loaded dataset
    Mid-States Concrete Industries, LLC · 2023

Largest plans in South Beloit → · South Beloit plans by participants → · South Beloit plans with financial data → · South Beloit plans with provider compensation → · $1B+ plans in South Beloit →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for South Beloit, IL?
5 plan(s) reported by 5 sponsor(s) are loaded for South Beloit, IL.

Related Form 5500 pages